Mary Konetzny is a CFP® professional with 17 years of experience in financial advising. She currently works at TrueFocus Financial Partners and has previously been with Montis Financial, Adviser Investments, and Braver Wealth Management. TrueFocus Financial Partners serves individual and high-net-worth clients by providing fee-only wealth management that integrates portfolio management and financial planning. The firm uses a modern portfolio theory approach, combining passive and active investments tailored to client risk tolerance and time horizon, and emphasizes individualized planning through a small, founder-led practice.

Geraldine Cunningham is a financial advisor with First Financial Advisory Services Inc who holds a Series 63 designation and has 43 years of industry experience. She has worked at First Financial Advisory Services since 2004 and has prior experience at Cetera Advisors LLC, Geraldine B. Cunningham & Associates, and First Allied Securities, Inc. Cunningham serves as a member of the Estate Planning Council of Rhode Island and acts as an arbitrator and expert witness in FINRA arbitrations. First Financial Advisory Services is a supported SEC-registered advisory firm with three advisors managing approximately $278 million for a diverse client base, including individuals, families, small businesses, and charitable organizations. The firm employs a value-oriented, long-term investment approach using a blended strategic and tactical framework informed by Modern Portfolio Theory and fundamental analysis, and it emphasizes collaborative, questionnaire-driven planning on a non-discretionary basis.

Alexandra Geremia is a CFP® and CFA® certified financial advisor with four years of industry experience. She is currently with Invest Track Financial, LLC, where she has worked since 2022. Prior to that, she spent six years at Coastline Trust Company. Invest Track Financial is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm emphasizes asset allocation based on modern portfolio theory, combining passive and active strategies and offering long-term holdings with tactical flexibility.

Todd Wokoske is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at Decisive Wealth Management, Commonwealth Financial Network, and Park Avenue Securities. Outside of his advisory work, he is involved in property management. Professional Planning Group serves individuals, trusts, estates, charitable organizations, corporations, endowments, and foundations, offering portfolio management, financial planning, and trustee-related services. The firm employs tailored strategies based on client objectives and risk tolerance, utilizing both fundamental and technical analysis and maintaining ongoing account monitoring.

Larry Henderson is a Series 65-licensed financial advisor with Washington Trust Advisors, bringing one year of industry experience. Prior to joining Washington Trust Advisors, he worked at Lighthouse Financial Management, LLC. He also serves as a board member and director at Rhody Christian Fellowship, where he acts as a chaplain and campus minister. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm designs tailored discretionary portfolios and provides access to affiliated trust and custodial services through its parent company, The Washington Trust Company.

Jameson Duckworth is a financial advisor with Capital Wealth Management, LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at OSAIC, Triad Advisors, Barnum Financial Group, and Mass Mutual. In addition to his advisory work, he is licensed to sell insurance and annuity products outside of his registered branch office. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis to build portfolios that may include equities, bonds, ETFs, alternative investments, and private placements, with accounts managed on a discretionary basis and reviewed regularly.

Michael Lally is a financial advisor with Revisor Wealth Management LLC in East Greenwich, RI, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at Lally Wealth Management, LLC, Voya Investment Management, Citizens Securities, Banc of America Investment Services, and Quick & Reilly. He is also licensed as a life insurance agent. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm designs customized portfolios using a range of securities and alternative strategies, and it supports other advisors with practice services and third-party asset management.

Brian Glatz is a CFP® professional with 23 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2012 and was previously affiliated with Triad Advisors, Inc. for 12 years. Outside of his advisory role, Glatz is a member of the church finance committee at Cranston Christian Fellowship. Capital Wealth Management, LLC manages approximately $1.14 billion across 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.

James Speights is a financial advisor at Capital Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, and SII Investments. Outside of his advisory role, he runs James B. Speights Co., which offers seminars on retirement income planning and risk management involving life, disability, long-term care insurance, and fixed annuities. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis and typically manages portfolios on a discretionary basis subject to regular committee review and client input.

At Ahead Full Wealth, we help people who’ve built a good life feel confident they’re making the most of it, financially and otherwise. We serve those who’ve quietly crossed significant milestones: a military retirement, a solid government pension, a seven-figure portfolio. They’ve done well but wonder if there’s more they could be doing. We step in with clear, strategic advice that fits their real life—focused on what matters most, not just what’s possible. As a fee-only planner based in North Kingstown, Rhode Island, I work closely with mid- to late-career military families, educators, and government professionals. These clients often juggle complex benefits, career shifts, and big family decisions. My job is to simplify those moving parts, bring structure to the chaos, and help align their money with the life they want to lead—today and in the years ahead. Ahead Full was built to offer deeply personal planning, the kind that evolves with you. Our process helps clients get clear on their goals, navigate tradeoffs, and make confident decisions with their finances. Whether we’re managing investments, modeling a Roth conversion strategy, or choosing the right survivor benefit plan, we’re here to guide with intention and care. In October 2024, we joined APFORIA, LTD as a tenant firm. This partnership expands our capabilities while preserving our independent voice and close-knit approach. We’re still Ahead Full—just with a little more wind in our sails. I bring experience as a military leader, educator, business owner, and planner. I know how life can pull in a hundred directions. And I know how good it feels to regain your bearings. That’s the work I love: helping people steer with purpose and move forward, full ahead.

Lawrence Dooley Jr. is a CFA® charterholder with 13 years of industry experience. He has been with Capital Wealth Management, LLC since 2017 and worked at Woodstock Corp from 2014 to 2017. He serves as a mentor for the CFA Society Boston Mentorship Program. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis to build diversified portfolios and manages accounts on a discretionary basis with regular reviews.

Eric Wilson is a CFA® charterholder and Series 63 registered advisor with over 10 years of professional experience spanning financial services and analytical roles. He has worked at Washington Trust Company, Raymond James Financial Services, and Sensata Technologies, among others. Wilson serves on the board and finance committee of Wood River Health Services, a federally qualified health center. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to individuals, high-net-worth clients, and institutional entities. The firm employs both fundamental and technical analysis and offers tailored investment strategies aligned with client objectives and risk tolerances.

Peter Wallace is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with New England Professional Planning Group and Raymond James Financial Services since 1998. Outside of his advisory role, he is involved with Katrina A. Wall, DMD, LLC. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and combines fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

Andrea Spieth is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Raymond James Financial Services and Webster Investments and has been with Professional Planning Group since 2019. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and employs both fundamental and technical analysis within tailored investment strategies.

Garrett Marcoux is a financial advisor at Capital Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2025, he held various roles in sectors including food service and community organizations. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses individualized Investment Policy Statements and fundamental security analysis to construct diversified portfolios, generally managing accounts on a discretionary basis with regular reviews and rebalancing.

Nicholas Desousa is a financial advisor at Claro Advisors Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MONECO Advisors, LPL Financial, MJP Wealth Advisors, and Wells Fargo Clearing. Outside of advising, he serves as Treasurer and board member for the Narragansett Chamber of Commerce. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm employs fundamental analysis with a long-term orientation, incorporates AI tools in its research, and manages both individual and pooled investments for qualified investors.

Stephen Poplaski is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously spent nine years at Johnson & Wales University and 21 years at Lighthouse Financial Management, LLC. He also operates a CPA practice that has been active since 1983. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, providing wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios, model portfolios, and tax planning for certain Rhode Island clients, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Sean Mcguire is a financial advisor at McGuire Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at McGuire Wealth Management since 2018, following nine years at Wells Fargo Advisors Financial Network LLC. McGuire Wealth Management provides wealth management and portfolio management services to individuals, families, businesses, and retirement plans, focusing on discretionary investment management and financial planning. The firm employs a value-oriented investment approach combining fundamental, technical, and quantitative analysis with a long-term holding emphasis and typically manages assets through a wrap fee program.

Christopher Wallace is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with the Professional Planning Group and Raymond James Financial Services since 2002. Wallace is based in Westerly, Rhode Island, and his role includes trading, client service, and client reviews. Professional Planning Group offers discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and integrates fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

Bernard Poirier is a Series 65-licensed financial advisor with 14 years of experience at Capital Wealth Management, LLC and over 34 years in the industry. He has worked at Capital Wealth Management since 2012 and is also associated with ParmeeLe, Poirier & Ass. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses fundamental security analysis to construct diversified portfolios and employs a weekly Investment Policy Committee for portfolio oversight and periodic client reviews.